Financial Advisors in Severance
Did you just move to Severance, CO? Dunnigan Financial offers tailored financial planning for residents of this up-and-coming community in Weld County. Whether you’ve just purchased your home or you’re approaching retirement, Dunnigan’s knowledgeable team is here to help Severance residents take control of their financial future.
SERVICES
Dunnigan Financial, Your Personal Financial Advisors
Handing over your financial future to someone else can be intimidating. But at Dunnigan Financial, we’re committed to giving you confidence. Whether you’re planning for retirement, adjusting your estate plan after a move to Colorado, or getting a head start on your child’s college savings, we’re here to help you navigate every step with confidence. With over three decades of experience serving Northern Colorado families, we know financial planning goes beyond numbers. Your success is our top priority, and we’ll not only bring our expertise to your portfolio but also aim to ensure you feel empowered to make the right financial decisions for your unique life situation.
01.
Our Financial Services in Severance
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
From rapid growth to shifting industries and investment opportunities, Colorado has changed a lot over the last 20 years, and we’ve been there to help all kinds of individuals and families along the way. We understand the unique pains and pleasures of living in Northern Colorado, from the housing market to the local business scene and recreation-oriented lifestyle. When you team up with us, you’ll experience a custom approach to your financial planning. No matter where you want to go or how long you have to get there, Dunnigan is here to help you get there.
Dunnigan’s Mission
Our Process
What makes us different? We take the time to create a plan that’s as distinct as you are. Our personalized process works toward ensuring your financial strategy fits your life, not someone else’s template. Here’s what to expect:
Meet & Greet
We get to know you, your financial goals, and your current situation to find out how we can best assist you.
15-30 Minutes
Discovery Meeting
We dive deep into your lifestyle, values, and approach to finances to build a plan that reflects who you are.
60-90 Minutes
Great Gathering of Papers
We gather all the relevant financial documents to understand your complete financial picture.
1-2 Weeks
Financial Planning Meeting
After analyzing your financial details, we build a strategy that aligns with your personal goals and life circumstances.
60 Minutes
Financial Planning
Severance’s Go-To Financial Advisors
Reach out for a consultation today to see if Dunnigan is the right fit for you. Whether you’re preparing for retirement, updating your estate plan, or facing a major life event, we’re here to guide you through it all. Don’t let yourself be overwhelmed by financial choices and management—rely on Dunnigan Financial to handle that so you can focus on what matters most to you.